-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Winston-Salem, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. · ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Winston-Salem, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. · ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong ...
-
Financial Advisor
4 days ago
Pinnacle Financial Corp Winston-Salem, United StatesAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. · We hire lik ...
-
Licensed Financial Advisor
2 weeks ago
Allegacy Federal Credit Union Winston-Salem, United States· Allegacy Federal Credit Union · Job Title: Licensed Financial Advisor · Reports to: Program Manager - AIG · Are you looking for a career opportunity that allows you to make a positive difference in the lives of others while building your Financial Advisory practice? · The ...
-
Experienced Financial Advisor
2 weeks ago
Stone Press Financial Group Winston-Salem, United StatesJob Description · Job Description Job description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropri ...
-
Experienced Financial Advisor
1 week ago
Stone Press Financial Group Winston-Salem, United StatesJob description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel ...
-
Senior Financial Servicing Advisor
2 weeks ago
Timonier, Wealth Beyond Financial™ Winston-Salem, United StatesCompany Description · Welcome to Timonier, Wealth Beyond FinancialTM, a multi-dimensional wealth advisory and management firm located in Winston-Salem, NC. Our philosophy is to work with integrity, transparency, dedication, and consistency to help our clients achieve their financ ...
-
Associate Financial Advisor
19 hours ago
Robert W. Baird & Co. Chapel Hill, United StatesThe Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophist ...
-
Associate Financial Advisor
2 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Ass ...
-
Associate Financial Advisor
2 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The ...
-
Budget for tax advisors for company"
2 weeks ago
beBee Handyman Leota, MN, United States Freelance'I am a slu company without employees.Client profile in need of tax advisor · Company (sl) · What sector is the activity or business in? · Technology / IT · What tax advisory services are needed? · Tax preparation and filing, quarterly settlements, corporate tax returns · Do you ...
-
Blue Cross and Blue Shield of North Carolina Chapel Hill, United StatesJob Description · Blue Cross and Blue Shield of North Carolina's Diversified Business Group is seeking an organized, analytical, and hardworking professional to join its Corporate Development team as a Senior Strategic Advisor, Financial Monitoring and Analysis. In this newly cr ...
-
Investment Manager
2 weeks ago
Linville Team Partners Winston-Salem, United StatesLinville Team Partners has launched a growing real estate investment platform specializing in commercial properties across the southeast. We pride ourselves on our commitment to delivering exceptional returns to our investors through strategic acquisitions, diligent underwriting, ...
-
Wealth Management Seasonal Client Associate
6 days ago
Bank of America Winston-Salem, United StatesWealth Management Seasonal Client Associate · Winston Salem, North Carolina · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how w ...
-
First Horizon Bank Winston-Salem, United States Full timeLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual r ...
-
Branch Office Administrator
5 days ago
Edward Jones Winston Salem, United States Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branc ...
-
First Horizon Bank Winston Salem, United StatesLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual r ...
-
Investment Manager
1 week ago
Linville Team Partners Winston-Salem, United StatesLinville Team Partners has launched a growing real estate investment platform specializing in commercial properties across the southeast. We pride ourselves on our commitment to delivering exceptional returns to our investors through strategic acquisitions, diligent underwriting, ...
-
First Horizon Bank Winston Salem, NC, United StatesLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 10mm in annual rev ...
-
First Horizon Bank Winston-Salem, United StatesLocation: · On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annua ...
Financial Advisor - Winston-Salem, United States - Atria Wealth Solutions
Description
Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.
ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.
Are you looking for a career opportunity that allows you to make a positive difference in the lives of others while building your Financial Advisory practice?
The Allegacy Investment Group is seeking a financial professional guided by a "doing right" philosophy to develop long-lasting relationships with both existing and new clients. Through a holistic financial planning process and collaboration with internal business partners, we help our members reach their long-term and short-term goals.
RESPONSIBILITIES
+ Building branch relationships and coaching branch staff within a defined territory to uncover the needs of our members through meaningful conversations.
+ Deliver exceptional service to members, teammates, and prospects.
+ Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis; presenting strategies; implementation of the plan; and provide ongoing member reviews.
+ Collaboration with internal lines of business (retail and private banking, commercial banking, business development, etc.) to meet the core financial needs of our members.
+ Achieve production goals through the recommendation of suitable investment products, insurance solutions, and services to meet the goals, time horizon, and members tolerance for risk.
+ Develop future pipeline of clients through engagement in the next generation; participation in community events, marketing initiatives, and networking; and generating referrals from clients.
POSITION REQUIREMENTS
+ Education Required: Undergraduate degree in Finance, Business, or a related field.
+ Experience Required: 5 years experience as a financial advisor.
+ License/Certification Required: Series 7, 66 or 63/65. North Carolina Life, Accident and Health Insurance License required.
+ License/Certification/Advanced Degree Preferred: CFP, ChFc, CPA, J.D. (currently held or actively pursuing)
Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Powered by JazzHR